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Spreadsheets
2027 Small Business Planner UK (Digital, Hyperlinked)
£5.99Buy on Etsy- Instant digital download, nothing is posted
- Files: PDF
- Use on phone, tablet or computer
- Personal use licence
Checkout is handled securely by Etsy. See refunds & licence.
A 2027 digital planner made for running a small business in the UK. Plan your goals, your weeks and your launches, track money in and out every month, and never miss a tax date. Made for sole traders, makers, freelancers, online sellers, tradespeople and small shops.
Everything is hyperlinked: tap a month tab, tap a date to open its week, and jump to your money, invoices or tax dates in one tap. Dated for 2027 with a Monday start, bank holidays for England and Wales, and the key UK Self Assessment and Making Tax Digital dates marked on the calendar.
WHAT'S INSIDE (109 pages)
SET UP AND GOALS
- My business: details, what you sell, who buys it, brand basics, useful contacts and where you keep your records
- 2027 vision with an income goal and a monthly sales bar chart to colour in
- 4 quarter plans: goals, key projects, money targets and a quarter review
YEAR AND MONTHS
- 2027 at a glance: every month on one page, bank holidays and tax dates marked, every date links to its week
- 12 monthly calendars with sales target, orders, top 3, deadlines and notes
- 12 monthly money and review pages: 21 lines of money in, 21 lines of money out, profit, tax set aside and a short review
WEEKS
- 53 weekly pages: a to-do list for every day, the week's focus, sales, orders, spending, hours and a posted or emailed tracker
MONEY
- 2027 money summary by month and quarter: money in, money out, profit, tax pot, running profit
- UK tax dates for 2027 with tick boxes, plus a Making Tax Digital quarterly update table
- 2 invoice logs (who still owes you) and 2 business mileage logs
GROW
- Clients and customers, products and prices (real cost and profit per item)
- Content planner for the whole year, launch planner, ideas page
- 10 notes pages (lined, dotted, blank)
FEATURES
- Fully hyperlinked: 16 tabs on every page, tap-to-go home page, dates that open their week, back and next buttons
- Calm, easy-to-read design in soft greens and neutrals
HOW IT WORKS
- Download the PDF from your Etsy Purchases page
- Open it in GoodNotes, Notability, Noteshelf, Xodo, Samsung Notes or any PDF annotation app
- Tap the tabs and buttons to jump around. GoodNotes: switch to read-only mode to follow links, then back to the pen to write
- A step-by-step Quick Start guide is included
WORKS WITH
iPad (GoodNotes, Notability, Noteshelf), Android tablets (Xodo, Noteshelf, Samsung Notes), reMarkable/Boox (links may vary) and any PDF app. Landscape layout. Best on a tablet with a stylus.
PLEASE NOTE
- This is a DIGITAL download. Nothing physical will be shipped.
- No app or stylus is included.
- Colours can look slightly different on different screens.
- Personal use only. Please don't share or resell the file.
This planner is an organising tool. It does not give tax, legal or financial advice. Tax dates were correct when it was made; rules can change, so check GOV.UK or an accountant for your own situation.
Designed by Thexton Labs. Artwork and layouts were created with our own code, with the help of AI tools.
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